Paul Bowers is a registered investment advisor at North Capital, based in Saint Simons Island, GA, with 28 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 167 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee schedule is for Salt Lake clients. Sea Island clients pay 1.25% per year on all assets. A non-discretionary reporting fee of 0.15% per year also applies. Fees are negotiable.
Fee Estimator
Location
Saint Simons Island, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a Managing Director at Pinnacle Insurance & Finance Services, selling life and long-term care insurance, dedicating about 10-20% of his time to this. He also provides business consulting to OAM Sea Island LLC and serves as Chief Operating Officer and Member of Capital Radiosurgery Centers, spending a significant amount of time on these ventures.
Employment History
Current Registrations
North Capital
Previous Registrations
North Capital
North Capital Private Securities CorporationBroker
Adi Dassler International Family Office USA Limited Partnership
Arkadios CapitalBroker
Acg Wealth, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
G-2 Trading,llcBroker
Koyote Trading LLCBroker
Oppenheimer & CO. INC.Broker
Btig, LLCBroker
Access Securities, INC.Broker
Lehman Brothers INC.Broker
Lazard Freres & CO. LLCBroker
First New York Securities L.L.C.Broker
Bear, Stearns & CO. INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.